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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

M holding history

Macy's, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

M overviewAll 13F holders of MFull Q2 2026 holdings

Shares (Q2 2026)
367,406
Value
$8.65M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of M by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026367,406$8.65M<0.1%+264,141+255.8%AddedHolders
Q1 2026103,265$1.87M<0.1%−18,052−14.9%ReducedHolders
Q4 2025121,317$2.68M<0.1%+57,920+91.4%AddedHolders
Q3 202563,397$1.14M<0.1%+10,396+19.6%AddedHolders
Q2 202553,001$618.0K<0.1%−16,028−23.2%ReducedHolders
Q1 202569,029$867.0K<0.1%+5,656+8.9%AddedHolders
Q4 202463,373$1.07M<0.1%+6,063+10.6%AddedHolders
Q3 202457,310$899.2K<0.1%−5,393−8.6%ReducedHolders
Q2 202462,703$1.20M<0.1%+2,554+4.2%AddedHolders
Q1 202460,149$1.20M<0.1%−923−1.5%ReducedHolders
Q4 202361,072$1.23M<0.1%+35,100+135.1%AddedHolders
Q3 202325,972$301.5K<0.1%+3,332+14.7%AddedHolders
Q2 202322,640$363.4K<0.1%+5,370+31.1%AddedHolders
Q1 202317,270$302.0K<0.1%−851−4.7%ReducedHolders
Q4 202218,121$374.2K<0.1%−6,744−27.1%ReducedHolders
Q3 202224,865$390.0K<0.1%+3,242+15.0%AddedHolders
Q2 202221,623$396.0K<0.1%+2,584+13.6%AddedHolders
Q1 202219,039$464.0K<0.1%+483+2.6%AddedHolders
Q4 202118,556$486.0K<0.1%+3,023+19.5%AddedHolders
Q3 202115,533$351.0K<0.1%−2,976−16.1%ReducedHolders
Q2 202118,509$351.0K<0.1%−9,631−34.2%ReducedHolders
Q1 202128,140$456.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.